Trust & Estate Planning

At Coastlight Capital, we work closely with client attorneys and tax advisors to help implement tax minimization strategies, typically pertaining to estates and gifts, generation skipping transfer taxes and personal income taxes

Case study: Jerry and Ruth Stein

The Steins are retired and have considerable net worth but $7 million is in Jerry’s company stock. The Monte Carlo feature inside the Decision Center compares their downside risk with and without a reallocation. An advanced plan with estate planning options is included. The plan is loaded into the Distribution Center in order to see the Estate and Comparison reports.